How to filter contacts by using custom fields
You can apply filters based on custom fields directly within the Contacts module in the user interface to search for specific contacts. Before filtering, make sure the custom fields you want to use are already created and added to the contact form.
To learn more about how to manage user fields, click here
Contact custom fields can only be added in the Momentum and Enterprise plans.
Steps to Filter Contacts Using Custom Fields
- Once you are logged in to your BoldDesk portal, navigate to the Contacts module in the Agent Portal.
- Click on the Filter icon.
- In the filter panel, select the custom field you want to filter by.
- Choose the condition (e.g., equals, contains, is empty, etc.).
- Enter the value to match.
- Click on Apply to view the filter results.
Before Applying Custom Field Filters
After Applying Custom Field Filters
You can also save this filtered view for future use by clicking Save As and filling in the details in the save view window that pops up.
To be able to perform these actions, Agents must have the ‘Create views’ permission enabled under Roles and Permissions within the Contacts module.
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Contact and Contact Group Overview
